AdvisorCensus / Financial advisors / California / San Luis Obispo / R.I.T. Wealth Advisors
R.I.T. Wealth Advisors
Filed as R.I.T. WEALTH ADVISORS · Legal name R.I.T. Wealth Advisors Inc.
R.I.T. Wealth Advisors is an SEC-registered investment advisory firm in San Luis Obispo, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is R.I.T. Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), R.I.T. Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is R.I.T. Wealth Advisors located?
R.I.T. Wealth Advisors' principal office is in San Luis Obispo, CA, according to its Form ADV.
Is R.I.T. Wealth Advisors registered with the SEC or a state?
R.I.T. Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339934.
How much does R.I.T. Wealth Advisors manage?
R.I.T. Wealth Advisors reports $235,361,000 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).
What types of clients does R.I.T. Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (90).
Does R.I.T. Wealth Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339934
What changed in R.I.T. Wealth Advisors' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $235,361,000.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: None
The brochure's wording
We do not have any fee minimums.
As stated in the firm's Form ADV Part 2A brochure dated July 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$235,361,000 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- R.I.T. Wealth Advisors Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $235,361,000.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. R.I.T. Wealth Advisors (CRD 339934): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/r-i-t-wealth-advisors-san-luis-obispo-ca-339934